Manage episode 512548188 series 3589598
“Are you a real CFO?”
That’s the question clients are now asking, because not all “fractional CFOs” are created equal.
In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down:
• Why “bookkeeper to CFO in 90 days” is hurting the industry
• The 4 levels of business conversations and why most pros are stuck at level one
• Why your newsletter is probably repelling high-value clients
• How to land $10K+ clients through old-school strategy, not funnels
• The branding mistake that makes real firms look generic
This is a behind-the-scenes look at what it actually takes to grow a legitimate CFO firm, without burning out or cutting corners.
🧠 Brett also shares how CFO Systems helped a small-town firm turn a $3M loss into a $5M gain and why finance professionals should think more like heart surgeons, not generalists.
🔗 To connect with Brett, visit CFOSystemsLLC.com
or reach out directly on LinkedIn: Brett Frevert
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Chapters
1. Meet Brett Frevert & CFO Systems (00:00:00)
2. The Origin of Fractional CFO Work (00:00:55)
3. Defining a “Real” CFO (00:02:50)
4. Credentials vs. Experience Debate (00:06:40)
5. Case Studies: Turnaround Wins (00:10:45)
6. From Farm Dreams to Finance (00:14:25)
7. Core Values That Scale (00:16:27)
8. Landing High-Paying Clients (00:18:29)
9. Relationship-First Business Development (00:20:07)
10. Smarter Branding and Newsletters (00:22:10)
11. Best Advice & Where to Connect (00:25:05)
12. Host Wrap & Calls to Action (00:29:05)
60 episodes